Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (70)
Highest in Peer Group (88)

Plan Description

Jana, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Total Plan Cost. Jana, Inc. Retirement Plan currently has over 100 active participants and over $4.9M in plan assets.

Did you know?

For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (63) and the top rated plan (88) could equate to:
14
Additional years of work
74,207
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1717 Universal City Blvd
  • Location
    Universal City , TX
  • 78148
  • Industry
    Book Publishers
  • Administrator
    Chandler Marshall
  • Net Plan Assets
    $4,850,000
  • Total Participants
    140
  • Avg Account Balance
    $37,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Average

Peer Group Plans

Company Rating
Bloomsbury Publishing 71.9
SourceBooks 70.4
Solution Tree 68.3
Hay House 68.1
Aptara 65.5
Rosen Publishing Group 62.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Government Money Market 29%
30%
Fidelity Freedom Funds 22%
44%
Fidelity Contrafund 7%
77%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Michael D Burnett, CPA

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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